Our Expertise

Our Wealth Management Services

Wealth Management

Wealth Management

We define with you a global allocation strategy integrating all your assets: financial, real estate, private equity, art and passion assets.

  • Comprehensive wealth audit
  • Investment policy definition
  • Manager selection and monitoring
  • Consolidated reporting of all assets
  • Liquidity management
Schedule a meeting
Financial Advisory

Financial Advisory

Our quantitative and qualitative approach identifies the best investment opportunities, in a fully open architecture.

  • Financial market analysis
  • Fund and manager selection
  • Private equity and private debt
  • Direct and indirect real estate
  • Alternative assets
Schedule a meeting
Tax Optimisation

Tax Optimisation

We develop bespoke tax strategies in France and internationally, in coordination with your lawyers and accountants.

  • Holding structuring
  • Income and IFI optimisation
  • International taxation
  • Tax-efficient wrappers (life insurance, PEA...)
  • Annual tax review
Schedule a meeting
Estate Planning

Estate Planning

We anticipate and organise the transmission of your wealth, to ensure your family's continuity and preserve your legacy.

  • Succession audit
  • Family business structuring
  • Gifts and dismemberment
  • Family governance
  • Notary coordination
Schedule a meeting
Retirement & Protection

Retirement & Protection

Retirement planning requires forward thinking. LB Family Office designs bespoke strategies for business owners, self-employed professionals and families: savings vehicles, arbitrage, and protection cover.

  • Retirement diagnosis and income projection
  • Individual and collective retirement savings plans (PER / PERO)
  • Madelin pension and Article 83 / 82 schemes for self-employed
  • Pension rights optimisation and contribution top-ups
  • Protection cover: death, disability, incapacity to work
  • Long-term care insurance and spouse protection
Schedule a meeting

A question about our services?

Contact us for a confidential conversation.

Contact us
Scroll